Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RTLA 0.07%
2 BTEC 0.03%
3 IWC 0.01%
4 IWN 0.00%
5 IWM 0.00%
6 UWM 0.00%
7 SCHA 0.00%
8 URTY 0.00%
9 HDG 0.00%
10 IWO 0.00%
11 IWV 0.00%
12 VXF 0.00%
13 RYLD 0.00%
14 THRK 0.00%
15 VHT 0.00%
16 VTHR 0.00%
17 VTI 0.00%
18 VTWG 0.00%
19 VTWO 0.00%
20 VTWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Baupost Group LLC 9.77M (240.23%) 0.00
Increased by 0.00%
Sep 30, 23
2 Wasatch Advisors Inc. 8.40M (206.45%) 115.25K
Increased by +1.37%
Sep 30, 23
3 Maverick Capital Ltd 6.29M (154.62%) 0.00
Increased by 0.00%
Sep 30, 23
4 T. Rowe Price Associates, Inc. 4.96M (121.87%) 4.90M
Increased by +98.89%
Mar 31, 24
5 Boxer Capital LLC 4.15M (102.01%) 4.15M
Increased by +100.00%
Mar 31, 24
6 D. E. Shaw & Co LP 3.91M (96.12%) -438.91K
Decreased by -11.22%
Sep 30, 23
7 Acadian Asset Management LLC 2.64M (64.86%) 873.13K
Increased by +33.09%
Mar 31, 24
8 AQR Capital Management LLC 2.63M (64.53%) -306.84K
Decreased by -11.69%
Mar 31, 24
9 State Street Corporation 2.49M (61.18%) -295.15K
Decreased by -11.86%
Mar 31, 24
10 Geode Capital Management, LLC 2.16M (53.06%) 8.44K
Increased by +0.39%
Mar 31, 24
11 Ameriprise Financial Inc 1.65M (40.59%) 502.90K
Increased by +30.45%
Sep 30, 23
12 JPMorgan Chase & Co 1.35M (33.21%) -836.83K
Decreased by -61.93%
Mar 31, 24
13 Morgan Stanley - Brokerage Accounts 1.35M (33.09%) -447.24K
Decreased by -33.22%
Mar 31, 24
14 683 Capital Management LLC 1.20M (29.50%) 200.00K
Increased by +16.67%
Sep 30, 23
15 Goldman Sachs Group Inc 1.16M (28.62%) -2.96M
Decreased by -254.22%
Dec 31, 23
16 Antipodean Advisors LLC 1.00M (24.58%) 0.00
Increased by 0.00%
Sep 30, 23
17 Staley Capital Advisers Inc 1.00M (24.58%) 0.00
Increased by 0.00%
Mar 31, 24
18 J. Goldman & Co LP 986.65K (24.25%) 986.65K
Increased by +100.00%
Mar 31, 24
19 Renaissance Technologies Corp 980.38K (24.10%) 357.47K
Increased by +36.46%
Mar 31, 24
20 Checkpoint Capital LP 892.85K (21.95%) 892.85K
Increased by +100.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Wasatch Ultra Growth 3.22M (79.22%) 1.34M
Increased by +41.61%
Sep 30, 23
2 JPMorgan Small Cap Growth A 2.40M (59.06%) -7.86K
Decreased by -0.33%
Oct 31, 23
3 iShares Russell 2000 ETF 2.23M (54.94%) 16.98K
Increased by +0.76%
May 30, 24
4 Wasatch Small Cap Growth Investor 1.57M (38.68%) -798.20K
Decreased by -50.73%
Sep 30, 23
5 Wasatch Small Cap Value 1.32M (32.50%) 0.00
Increased by 0.00%
Sep 30, 23
6 Columbia Small Cap Value I 1.31M (32.30%) 363.40K
Increased by +27.65%
Oct 31, 23
7 Vanguard Explorer Inv 1.11M (27.35%) 0.00
Increased by 0.00%
Dec 31, 23
8 Fidelity® Small Cap Index 917.01K (22.54%) 34.11K
Increased by +3.72%
Sep 30, 23
9 iShares Russell 2000 Value ETF 806.60K (19.83%) -1.07K
Decreased by -0.13%
May 30, 24
10 JPM Thematics Genetic Thrps C2 Acc USD 769.63K (18.92%) 0.00
Increased by 0.00%
Dec 31, 23
11 iShares Biotechnology ETF 672.54K (16.53%) 2.49K
Increased by +0.37%
Nov 30, 23
12 MEDICAL BioHealth EUR Acc 579.07K (14.23%) 0.00
Increased by 0.00%
Oct 31, 23
13 Permanent Portfolio Permanent I 500.00K (12.29%) 0.00
Increased by 0.00%
Dec 31, 23
14 JPMorgan US Small Company L 483.31K (11.88%) -12.49K
Decreased by -2.59%
Apr 30, 24
15 Fidelity® Extended Market Index 470.44K (11.56%) -58.41K
Decreased by -12.42%
Oct 31, 23
16 Vanguard Strategic Small-Cap Equity Inv 404.43K (9.94%) -95.82K
Decreased by -23.69%
Dec 31, 23
17 Vanguard Russell 2000 ETF 367.95K (9.04%) 1.23K
Increased by +0.33%
Apr 30, 24
18 State St Russell Sm Cap® Indx SL Cl I 360.98K (8.87%) 0.00
Increased by 0.00%
May 31, 24
19 SPDR® Russell 2000 US Small Cap ETF 311.48K (7.66%) 15.81K
Increased by +5.08%
Feb 29, 24
20 Vanguard Health Care ETF 275.88K (6.78%) -623.00
Decreased by -0.23%
Apr 30, 24